Charles Terrebonne

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → Present
  Ubs Financial Services Inc.
  Baton Rouge, LA

Other Businesses

1) Acumen Fiscal Agent, LLC/ 5416 E. Baseline Rd. Suite 200, Mesa, AZ, 85206 US/ Acumen Fiscal Agent, LLC is an employer company who facilitates and administers freedom of direct care to individuals with special needs. Typically, these individuals are recipients of state waiver programs servicing individuals who are eligible for and receiving government benefits i.e. Medicaid due to their disability. Acumen is a private company founded in 1996. Acumen processes applications and payroll for those individuals who are qualified to provide direct care to individuals with special needs./ start date: 7/15/2021

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-25
• S65 Uniform Investment Adviser Law Examination
  1996-04-25

Other Names

• Charles Anthony Terrebonne
• Charles Anthony Terrebone
• Chuck Terrebone
• Charles Anthony Terebonne